Chou Associates Management Inc. Acquires Shares of 52,000 General Motors Company $GM

Chou Associates Management Inc. acquired a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 52,000 shares of the auto manufacturer’s stock, valued at approximately $4,008,000. General Motors accounts for approximately 1.9% of Chou Associates Management Inc.’s portfolio, making the stock its 14th biggest holding.

A number of other hedge funds have also modified their holdings of GM. Brighton Jones LLC boosted its stake in General Motors by 456.1% during the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock worth $2,062,000 after purchasing an additional 31,755 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of General Motors by 61.4% in the second quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after buying an additional 7,058 shares during the last quarter. Baird Financial Group Inc. raised its holdings in shares of General Motors by 4.8% in the second quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock valued at $1,847,000 after buying an additional 1,706 shares during the last quarter. Jump Financial LLC boosted its stake in shares of General Motors by 45.7% during the second quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer’s stock worth $1,248,000 after buying an additional 7,951 shares during the period. Finally, AXA S.A. grew its holdings in shares of General Motors by 69.4% during the second quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer’s stock worth $3,275,000 after buying an additional 27,270 shares during the last quarter. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about General Motors

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst
• Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report
• Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises
• Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales
• Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles
• Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate.

General Motors Stock Up 2.1%

General Motors stock opened at $87.98 on Friday. The stock’s 50 day moving average price is $82.01 and its 200 day moving average price is $79.58. General Motors Company has a 1-year low of $54.33 and a 1-year high of $91.85. The company has a market cap of $77.20 billion, a PE ratio of 44.43, a price-to-earnings-growth ratio of 0.40 and a beta of 1.30. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The firm had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. During the same quarter in the prior year, the business posted $2.53 earnings per share. General Motors’s revenue was up 1.9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, sell-side analysts predict that General Motors Company will post 13.29 EPS for the current fiscal year.

General Motors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be issued a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is currently 36.36%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on GM shares. Royal Bank Of Canada boosted their price target on General Motors from $94.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Evercore reiterated an “outperform” rating and issued a $100.00 target price on shares of General Motors in a research note on Monday, May 4th. Morgan Stanley increased their price target on General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a report on Friday, July 17th. Finally, TD Cowen boosted their price target on shares of General Motors from $126.00 to $132.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, General Motors presently has a consensus rating of “Moderate Buy” and a consensus target price of $101.41.

Insider Transactions at General Motors

In related news, CEO Mary T. Barra sold 318,448 shares of the business’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the sale, the chief executive officer owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. The trade was a 42.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Grant Michael Dixton sold 40,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the transaction, the executive vice president owned 54,992 shares in the company, valued at $4,863,492.48. The trade was a 42.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,241,401 shares of company stock valued at $106,313,695. 0.44% of the stock is owned by company insiders.

General Motors Company Profile

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.